Advance Solutions Project Specialist – AVP

Morgan Stanley

. Manage end-to-end projects for corporate clients and internal partners .

Posted 10/5/2026full-timeSandy • Utah • United StatesLead💰 $75,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in equity compensation administration, project management, and client relationship management. Proficient in utilizing equity administration platforms and software applications to enhance operational efficiency and client satisfaction.

Highest-signal resume keywords

Equity Compensation AdministrationProject ManagementClient Relationship ManagementMS Office Suite ProficiencyCEP Level 1 Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Equity Compensation PracticesData AnalysisAutomationProcess EnhancementProject Execution

Soft Skills

Strong Organizational SkillsExcellent Communication SkillsAbility to MultitaskTeam CollaborationAdaptability

Tools & Technologies

Equity Edge OnlineShareworksMS AccessGlobal Intelligence

Certifications & Qualifications

CEP Level 1 Certification

Industry Keywords

Equity AdministrationClient Success ManagementCorporate ActionInternational RegulationsStock Plan Administration

About the role

Key responsibilities & impact

Manage end-to-end projects for corporate clients and internal partners
Provide operational support across Equity Edge Online and Shareworks equity administration platforms
Execute assigned projects across automation, data analysis, corporate action, and administrative support disciplines
Provide expertise in equity compensation practices, trends, and programs to clients
Support client relationships and service management by delivering timely and accurate responses to information requests
Collaborate with Product, Onboarding, Client Success Management, Implementation, third-party vendors, and channel partners
Implement automated and integrated solutions supporting client equity compensation plan requirements
Rapidly understand each client's equity compensation plans
Contribute to process enhancement and product development
Ensure successful project outcomes, client satisfaction, and service quality

Requirements

What you’ll need

Minimum 2+ years of experience in equity compensation administration or a related field
Proficiency in software and web applications, including MS Office suite (Word, Excel, PowerPoint)
Willingness to learn new tools as necessary
Familiarity with MS Access is a plus
Experience in customer service or client-facing roles
Strong organizational skills and ability to multitask and manage multiple projects simultaneously
Excellent verbal and written communication skills in English
Additional languages are an asset
Familiarity with equity-related accounting, tax, and legal concepts
Willingness to learn and comply with international regulations
Ability to work effectively in a team environment and adapt to changing priorities
Comfortable learning and working in a fast-paced environment
Familiarity with stock plan administration systems such as Equity Edge Online, Shareworks, or Global Intelligence is preferred but not required
CEP Level 1 certification is desirable but not required
Bachelor's degree in business administration, finance, or a related field

Benefits

Comp & perks

Annual discretionary incentive compensation award may be available
Relevant business unit incentive compensation plan may include a discretionary bonus component
Medical insurance
Prescription Drug coverage
Dental insurance
Vision insurance
Health Savings Account
Dependent Day Care Savings Account
Life Insurance
Disability and Other Insurance Plans
Paid Time Off, including sick leave consistent with state and local law
Parental Leave
X Vacation Days annually
10 Paid Holidays
401(k)
Short/Long Term Disability
Other special employee perks
Opportunities for career mobility across the business
Employee growth and development opportunities